Tyers Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $8.42M | Sell |
129,724
-8,848
| -6% | -$574K | 0.28% | 72 |
|
2019
Q2 | $8.24M | Buy |
138,572
+39,284
| +40% | +$2.34M | 0.28% | 76 |
|
2019
Q1 | $5.58M | Sell |
99,288
-17,192
| -15% | -$966K | 0.19% | 108 |
|
2018
Q4 | $5.74M | Sell |
116,480
-5,236
| -4% | -$258K | 0.23% | 94 |
|
2018
Q3 | $5.75M | Sell |
121,716
-3,864
| -3% | -$182K | 0.19% | 118 |
|
2018
Q2 | $5.74M | Buy |
125,580
+17,472
| +16% | +$798K | 0.2% | 113 |
|
2018
Q1 | $4.92M | Buy |
108,108
+10,780
| +11% | +$490K | 0.17% | 121 |
|
2017
Q4 | $4.68M | Buy |
97,328
+6,412
| +7% | +$308K | 0.16% | 124 |
|
2017
Q3 | $4.3M | Buy |
90,916
+560
| +0.6% | +$26.5K | 0.16% | 132 |
|
2017
Q2 | $4.15M | Buy |
90,356
+5,684
| +7% | +$261K | 0.15% | 128 |
|
2017
Q1 | $3.76M | Buy |
84,672
+5,852
| +7% | +$260K | 0.14% | 139 |
|
2016
Q4 | $3.21M | Buy |
+78,820
| New | +$3.21M | 0.14% | 140 |
|